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Phase 2 of the workflow -Technician Induction Information
Phase 2 of the workflow -Technician Induction Information

Tired of following up licensing paperwork for staff/contractors ? You can now setup a staff induction to keep on top of paperwork needed.

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Important: you can not complete this phase until you have completed Phase 1 the set up. Learn how to set up HERE

Staff's/contractors certifications, Licenses and insurance information is an extremely important thing to keep on top of. But it is hard to find the time.

FieldInsight has created a handy Staff induction workflow that makes it easy to induct new staff and keep on top of the paperwork every year. Ever better, it it the staff and contractors that need to complete the tasks, not you!

When using this workflow you can:

Upload licenses

Upload trade certificates/qualifications

Select Job types that the staff/contractor can do

Capture signatures

Upload insurance documentation for contractors

Create checklists of things that need to be done

Once your induction is setup, you can automate to repeat annually with optional reminder messages to be sent to techs and schedulers.

If staff/contractors do not complete the induction they will be suspended after two weeks and all future inductions will be removed.

Suspended staff/contractors can be reinstated from the Suspended tab in settings - staff.

Scroll down for a setup guide

1) Add a new staff/contractor and schedule an induction

Open Settings - staff

Click on the Add staff button.

Fill out the details for the new staff and click save. Learn how to create a new staff member - basic profile HERE or Advanced profile HERE

To schedule the Induction click on the induction tab

This will open the site and job page.

The Site will automatically default to the internal site that we set up in phase 1

The Job will be populated with the below default information

Simply select the date and time you want to job to be done by and


Induction record is stored on the staff's profile under the inductions tab.

You can also search for inductions jobs on the follow up report

How the job looks on the mobile view

Incomplete Inductions suspends technicians after 2 weeks

If the Induction is not completed after 10 days, technicians receive an email to remind them to complete the induction and that they will be suspended. If the induction is still not completed the technician will automatically be suspended two weeks after the scheduled Induction and all future inductions will be deleted. Suspended technicians can be restored in settings - staff - suspended staff.

Inductions must be rescheduled for restored technicians.

Create an induction report (Optional)

Setup a new template to generate a PDF report for the Technician Induction. Include any custom fields and images that you want to show on this report.

If you want to know more about setting up and customising report templates have a look at: Reports creating and customising

5. Setup a Triggered email to send an induction report (Optional)

Why not use the induction workflow to also manage your performance managment meetings with staff?

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